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Estate Planning Case Study

Course List | ABA Member Registration | Non-Member Registration

Estate Planning Final Case Study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations and is appropriate for Trust Officers who have completed the five Estate Planning courses in Levels 2 and 3. 

Price $215 Nonmembers / $160 Members
License Option Courses are also available at discounted prices under an annual license.  Learn More
Course Credits AIB: 0.0 ; ICB: .75 CTFA/TAX ; CFP: 0
Prerequisites Estate Planning Course Series*
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

Trust Officers who have completed Building Trust Expertise Levels 1 and 2 and have 2 or more years experience working with trust clients managing more complex trusts including tax law and investments.

Learning Objectives

After completing this course, students will be able to:

  • Identify planning opportunities that meet clients' needs 
  • Determine the tax effect of a client's estate plan and possible transactions 
  • Design strategies to minimize a client's estate taxes 
  • Craft solutions to client needs that will bring new business opportunities

 


Questions? Please contact training@aba.com for more information.